Overview

We are looking for experienced estate planning consultants to cover various locations across the UK. We are a fast-growing business with strong brand presence and a customer-first approach. If you have the skills we need, you can join our industry-leading team. In this role you will discuss the benefits of our products and services with potential customers, helping them to make informed decisions about their legal planning. As a self-employed consultant you will have the flexibility to manage your own workload. Client appointments are mainly conducted through video call (national) and home visits (local).

Responsibilities

• Attend appointments generated by the company
• Gain referrals and self-generate at least 50% of new business
• Discuss the benefits of estate planning and legal services products including Wills, LPAs, Trusts and probate services
• Have the support of Co-op Legal Services, an SRA-regulated business, to draft legal documents
• Deliver talks and seminars arranged by the company to community groups covering later life legal products and services
• Work closely with customers to identify needs and take accurate instructions to meet their needs
• Capture customers instructions using our in-house Estate Planning Assistant software
• Demonstrate proven estate planning or will writing experience trained to the standard of IPW or SWW or legally qualified through CILEX
• Maintain excellent interpersonal skills with an empathetic nature and the ability to identify customer needs
• Relay complex legal information in a way customers can understand
• Present with confidence and engage audiences effectively
• Consult, influence and negotiate whilst showing enthusiasm for the product and services
• Have practical IT literacy in a remote setting using Microsoft Office and the ability to adapt to custom software
• Hold a full UK driving licence with access to your own vehicle
• Uncapped commission-based earnings

Qualifications

• Proven estate planning or will writing experience (IPW or SWW) or legally qualified through CILEX
• Excellent interpersonal skills with an empathetic approach
• Ability to relay complex legal information clearly
• Confidence in presenting and engaging an audience
• Ability to consult, influence and negotiate while showing enthusiasm for the product and services
• IT-literacy and adaptability to remote tools and custom software
• Full UK driving licence with access to your own vehicle

Benefits

• Uncapped commission-based earnings
• Flexibility to manage your own workload
• IT equipment provided

Location & commute

For this role you’ll need to live within an hour and a half commute of either: London, Bristol, Essex, Oxford, Reading, Hertfordshire, Kent, Norwich, Ipswich, Surrey, Birmingham, Coventry, Buckinghamshire, Berkshire, Swansea or Cardiff.